Jeffrey Ross
Jeffrey Ross is a registered investment advisor at Main Street Investment Advisors, LLC, based in Northbrook, IL, with 32 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 144 clients with $250M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are set at the discretion of MSIA and as negotiated at the date the account is established. Municipal Bond Accounts will be separately negotiated. The annual fee ranges from 0.50% to 1.00%.
Fee Estimator
Location
707 Skokie Blvd, Suite 190, Northbrook, IL, 60062
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Main Street Investment Advisors, LLC
Previous Registrations
Lehman Brothers INC.
State Registrations1 state
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